Cornerstone Planning’s iShares iBonds Dec 2027 Term Corporate ETF IBDS Stock Holding History

Cornerstone Planning’s Portfolio IBDS Stock Details IBDS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$9.85M	Buy	406,654 +8,376	+2%	+$203K	2.28%	6
2026 Q1	$9.67M	Buy	398,278 +39,692	+11%	+$964K	2.18%	8
2025 Q4	$8.71M	Buy	+358,586	New	+$8.71M	2.02%	12
2024 Q4	$2.67M	Buy	+111,553	New	+$2.69M	1.02%	21

Other funds holding IBDS

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SVWAG

Sound View Wealth Advisors Group Savannah, Georgia $1.61B AUM 26.11% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

Cornerstone Planning's IBDS Position: Q2 2026 in Review

Cornerstone Planning increased its iShares iBonds Dec 2027 Term Corporate ETF (IBDS) stake by 2.1% in Q2 2026, buying an estimated $203K and bringing the position to 406,654 shares worth $9.85M. The position accounts for 2.28% of the portfolio, ranked #6.

Cornerstone Planning first reported a position in IBDS in Q4 2024 and has held it in 4 quarters since. 416 funds tracked by Wall St. Rank hold IBDS as of Q2 2026.

Cornerstone Planning held 406,654 shares of iShares iBonds Dec 2027 Term Corporate ETF worth $9.85M as of Q2 2026.
Cornerstone Planning bought 8,376 iShares iBonds Dec 2027 Term Corporate ETF shares in Q2 2026, an estimated $203K.
iShares iBonds Dec 2027 Term Corporate ETF made up 2.28% of Cornerstone Planning's portfolio in Q2 2026, its #6 holding.
Cornerstone Planning first reported a position in iShares iBonds Dec 2027 Term Corporate ETF in Q4 2024 and has held it in 4 quarters since.
416 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Corporate ETF as of Q2 2026.

Based on Cornerstone Planning's 13F filing for Q2 2026, filed 30 Jul 2026.